Suzanne Siracuse is the former CEO and Publisher of InvestmentNews, where she oversaw a transformation in the news business and supported the evolution of the financial guidance profession. Suzanne now advises on game-changing trends that affec

Episode 1.05 Bob Toth on innovation in employer-sponsored retirement plans

Dec 19th, 2023 37m 50s

Bob Toth is an employee benefits attorney specializing in retirement income. He’s practiced employee benefits law for 40 years, focusing on the design, administration, and distribution of financial products and services for retirement plans.Bob

Episode 1.04 Lacy Garcia on the next generation of clients

Dec 15th, 2023 41m 17s

Lacy Garcia is the founder and CEO of Willow, the award-winning WealthTech platform that helps financial professionals and firms better serve tomorrow’s investors. With a career at the intersection of financial services, women’s empowerment, an

Episode 1.03 Joel Bruckenstein on using fintech to better serve clients

Dec 12th, 2023 38m 50s

Joel Bruckenstein, CFP®, is globally recognized in the field of applied technology for financial professionals. He is the publisher of the T3 Tech Hub and the producer of the Technology Tools for Today Advisor Conference. Joel talks about the w

Episode 1.02 Sallie Krawcheck on reaching more diverse clients

Dec 7th, 2023 32m 32s

Sallie Krawcheck is the CEO and co-founder of Ellevest, a digital financial platform for women that has over 3 million clients and $1.5+ billion in assets under management. She has valuable insights into how we can expand our reach to a more di

Episode 1.01 Moshe Milevsky on the new retirement reality

Dec 5th, 2023 39m 34s

Moshe Milevsky is a professor of finance at York University in Canada. He’s an author and leading authority on the intersection of wealth management, financial mathematics, and insurance.Professor Milevsky talks about the fundamental shifts in

Trailer

Rebuilding Retirement Trailer

Nov 28th, 2023 1m

Join us for a series of interviews with industry leaders and innovators. Learn more about how retirements and the financial industry are evolving, approaches to risk management, and how you can take on the challenge of preparing your clients fo

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